Salesforce CPQ Blog


Quote-to-Cash Rocked Dreamforce (with Ukuleles)

Posted by Will Wiegler

Oct 13, 2016 11:00:00 AM



We can’t stop thinking about what an amazing experience Dreamforce 2016 was. For the Salesforce Quote-to-Cash team this was our very first Dreamforce as part of the Salesforce Ohana! Although many of us are multi-year Dreamforce veterans, this time it was different. For one thing, it was the debut of the new Salesforce Quote-to-Cash solution including previews of our Winter '17 Salesforce CPQ and Salesforce Billing products.  We shared our innovation roadmap which will feature new intelligence powered by Salesforce Einstein. And we showed how Salesforce CPQ is now tightly coupled with our Salesforce Sales Cloud and Service Cloud offerings, providing our customers with lead to cash automation all on Salesforce.

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Topics: Events, Quote-to-Cash

Quote-to-Cash Gives Back

Posted by Anika Harvey

Oct 3, 2016 1:00:00 PM


Salesforce Quote-to-Cash is giving back at Dreamforce 2016!


The Salesforce Quote-to-Cash team loves working together to support the causes that are important to us (just check out our Instagram feed). There is no better place than at Dreamforce for you to join us in making a difference!

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Topics: Salesforce, Events, Quote-to-Cash

Dreamforce 2016 Survival Guide

Posted by Anika Harvey

Sep 30, 2016 12:30:05 PM


Dreamforce gets bigger and better every year… and it's a lot to take on.


We’re here to help prepare you for the week ahead, Quote-to-Cash style. Read on for what to do, what to pack, and what to remember if you want to get the most out of Dreamforce 2016.

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Topics: Events, Quote-to-Cash

What is Quote-to-Cash?

Posted by Anika Harvey

Sep 27, 2016 12:00:00 PM



SteelBrick is now Salesforce Quote-to-Cash. What does that mean?



We define quote-to-cash as the complete set of business processes involved in selling, from creating initial offers for prospects to collecting cash. Quote-to-cash begins with Configure, Price, Quote (CPQ)—configuring the offer, developing the appropriate pricing, and creating the quote. It continues on through negotiations, invoicing, payment, and even renewals and renegotiations.

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Topics: CPQ, Quote-to-Cash, Sales Quotes

A Quote-to-Cash Guide to Dreamforce

Posted by Will Wiegler

Sep 20, 2016 11:00:00 AM



I have participated in every Dreamforce since 2008 and each year I ask myself “How can it possibly get any better?” But each year, the bar gets raised -- the keynotes get more spectacular, the sessions get more engaging, the parties get more outrageous, and the overall fun factor explodes to new levels!

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Topics: Salesforce, Events, Quote-to-Cash

The Big 5: CPQ Challenges Businesses Face Today

Posted by Anika Harvey

Sep 15, 2016 2:00:24 PM


You feel the pain points with your current CPQ process but have you taken the time to figure out what’s not working?


Solving your Configure, Price, Quote (CPQ) challenges is easy to do once you’ve identified the problems with your current approach. We’re making it simple by providing a list of the top five biggest CPQ challenges businesses face today.


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Topics: CPQ, Sales Strategy, Sales Quotes

Three Reasons I’m Excited About Our Newest Launch

Posted by Will Spendlove

Sep 6, 2016 11:00:00 AM


Today we announced our Summer Release of SteelBrick CPQ. I am really excited about this release. And there are three big reasons.


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Topics: CPQ, Salesforce, News

Why Sales Is Now a Science and an Art

Posted by Tony Rodoni

Aug 31, 2016 1:31:36 PM


Editors Note: This blog was authored by Tony Rodoni– EVP, Commercial Business Unit, Salesforce.


Sales used to be strictly a relationships game. You hired people for their Rolodex and the access to new business it gave your company. While relationships are still hugely significant, the rise of the Internet has brought about other elements. According to Forrester, 74% of business buyers now conduct more than half of their research online before making an offline purchase. Selling has to change because buying has changed.

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Topics: Salesforce, Sales Strategy

Sales Kickoff - August 2016 Recap

Posted by Anika Harvey

Aug 26, 2016 2:00:00 PM


How does SteelBrick do Sales Kickoff?

SKO Week in Review


Last week our Sales, Sales Ops, Leadership, Product, Services, Customer Success, Marketing and Solution Engineering teams all got together in Chicago to gear up for the second half of the year.

3 breakfasts, 2 lunches, a few rain showers and a couple of drinks later, SteelBrick is recharged and ready to take on the rest of 2016. Share in the excitement with us as we take a look back at our latest SKO.


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Topics: Sales Strategy, Events, Quote-to-Cash

Product Configurator Software: What To Look For

Posted by Frank Sohn

Aug 18, 2016 2:00:00 PM


Editors Note: This blog was authored by Frank Sohn– President and CEO, Novus CPQ.


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Topics: CPQ, Quote-to-Cash